PMS Schemes

Value Enhancer Portfolio
Value Enhancer Portfolio’s main objective is to generate long-term capital appreciation through investment in equities and equity related instruments with an emphasis on companies perceived to be "under-valued" from the point of view of their long term growth prospects and potential.
Features
  • Balanced diversification across companies and sectors by investing in a basket of medium to large capitalized companies
  • Not more than 30 stocks
  • Sector concentration limited to 30%
  • Stock concentration limited to 10%
Suitability
  • For investors with long-term investment horizon.
  • Moderate equity risk profile.
Ideal Tenure
36+months
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Systematix Shares & Stocks (I) Ltd.
NSE Cash: INB231132730   NSE F&O: INF231132730   NSE CDS: INE231132730
BSE Cash: INB011132736   PMS: INP000002692   Mutual Fund: ARN 64917
CDSL: IN-DP-CDSL-246-2004
Group Company: Systematix Commodities Services Pvt. Ltd.   NCDEX: CO-05-00534   MCX: 29790

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